Linking Reports

Linking Reports is useful to associate multiple expense reports that are related.
For example, if company policy is to create separate expense reports Hotels and Car Rentals, but both are from the same trip to New York, you may link them in order to view the trip expenses together.

How to Link Reports:

1. Click on Expense
2. Select the report you would like to link.
3. Click on Actions 
4. Select Link
   
5. Select the report you would like to link from the drop down box next to By Report Id/Name
6. Enter in a note in the Notes field.
   
7. Click on Apply.
8. You can view the linked reports by going to the Linked To column and it will show the Report ID. 
   
9. Once you click the Report ID, you can view the Detail Report By Line for the linked report.
   

Use the T&E Access Rights to give Linking access to the following user types:

(An system administrator will need to add the access from the Admin module)